Qualify an enriched lead with a one-tap reply
Replace a long question with a few clear choices that are easy for a prospect to answer.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Send interactive buttons
Send an interactive button message to a whatsapp number. button messages allow users to quickly respond by tapping up to 3 predefined buttons. perfect for yes/no questions, quick choices, or call-to-action scenarios. note: the message will be delivered to the recipient only if they have texted first.
Why this helps
A useful qualification question can stall when the prospect has to stop and write a detailed reply.
- Offer up to three quick response choices.
- Use Clay context to make the question relevant.
- Make the next step easier to understand and answer.
Setup
Build it in a few focused steps.
- 1Connect Clay and WhatsApp once in the Notis portal.
- 2Create an automation in Automations, New Automation, and give it a name.
- 3Describe the outcome in one instruction: use the supplied Clay context to send a concise qualification question with up to three specified response buttons to the supplied WhatsApp contact.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real example and verify the contact has texted first.
Questions about this workflow
How many choices can a button message have?
The action supports up to three predefined buttons.
Will it reach a contact who has never messaged us?
No. The button message is delivered only if the recipient has texted first.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Whatsapp. A trigger fires from one place; an action lands in another.
Clay triggers
Whatsapp actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create message template
Create a new message template for the whatsapp business account. templates must be approved by whatsapp before they can be used. templates are required for marketing messages and messages sent outside the 24-hour window.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete message template
Delete a message template from the whatsapp business account. this permanently removes the template and it cannot be recovered. only delete templates that are no longer needed.
Get business profile
Get the business profile information for a whatsapp business phone number. this includes business details like description, address, website, and contact info.
Get media
Get information about uploaded media including a temporary download url. the download url is valid for 5 minutes and can be used to retrieve the actual media file. this is useful for downloading media that was sent to your whatsapp number.
Get media info
Get metadata about uploaded media without generating a download url. this is useful for checking file size, type, and hash without downloading the file. use get media if you need the actual download url.
Get message templates
Get all message templates for the whatsapp business account. templates are required for sending messages outside the 24-hour window and for marketing/utility messages.
Get phone number
Get details of a specific phone number associated with a whatsapp business account.
Get phone numbers
Get all phone numbers associated with a whatsapp business account (waba).
Connect any two apps with Notis in the middle.
Clay and Whatsapp, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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